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How-to

How to inventory the AI tools in use across your organization

Build an inventory of the AI assistants and agents in use, with an owner, data reach and risk for each, starting in Microsoft 365 and extending out.

How-to

An AI tool inventory is a current list of the AI assistants, agents and AI services in use across your organization, from Microsoft 365 Copilot to the services teams adopt beside it. For each tool and agent it records who owns it, who uses it, what data it can reach and the risk it carries. Risk classification, access reviews and EU AI Act evidence all build on it.

In short

  • Many organizations run Microsoft 365 Copilot next to other AI services, and no single admin center lists them all.
  • Each entry needs an owner, its users, its data reach and a risk rating.
  • Your identity provider and your Microsoft tenant are the most reliable sources to start from.
  • Refresh the inventory on a schedule, because new tools and agents appear every month.

Why the AI estate is wider than it looks

The AI estate many organizations run is wider than Microsoft 365 Copilot. Business users build agents in Copilot Studio and SharePoint. Teams sign up for AI services with a company email address. Developers connect assistants to code and internal systems. Each of these reaches data and acts for someone, and each lives in its own admin console, if anyone administers it at all.

A survey of department heads produces a list of the tools people remember. An inventory built from signals, such as the agents in your tenant, the applications users have consented to in Entra ID and the members of your AI workspaces, produces the list of tools that exist.

Step by step

Five steps build an AI inventory from real signals and keep it current.

  1. Start with what runs in your tenant

    List Microsoft 365 Copilot licences and usage, Copilot Studio agents and SharePoint agents, with their creators, owners and knowledge sources. This is the part of the AI estate you can see completely today.

  2. Add the AI services connected to your identities

    Review the enterprise applications in Entra ID that users or administrators have consented to, and the permissions each holds. Then add the AI services your organization licenses beyond Microsoft, such as Claude Enterprise (preview) and ChatGPT Enterprise (preview), with their members.

    Tip: Applications with Microsoft Graph permissions and no owner are the first to look at. They read company data and nobody answers for them.

  3. Record owner, users and data reach

    For every tool and agent, record an accountable owner, who uses it and what data it can reach or was grounded on. This turns a list of vendors into an inventory you can govern.

  4. Rate the risk of each entry

    Rate each tool by the sensitivity of the data it touches, the breadth of its actions and how many people use it, so review effort goes where harm is possible.

  5. Refresh on a schedule

    Re-run discovery on a fixed cycle and have owners confirm their entries. An AI inventory that is not refreshed is out of date within a quarter.

Connectors in this How-to

Each connector page in the Rencore docs lists the objects, policies, reports and actions behind these steps.

Watch it in Rencore

Short narrated product guides that play in your browser, with no sign-in.

  • An agent nobody owns anymore

    Length: 4 min

    A Copilot agent keeps running on its own after its maker leaves, and nobody answers for what it can reach.

    • Copilot Studio
    • AI Governance
    • Sprawl & Lifecycle
  • Entra ID and app registrations under control

    Length: 6 min

    An app that can read every mailbox has no owner, and an expiring secret can stop an integration without warning.

    • Entra ID
    • Exchange
    • Access & Sharing
    • Policies
    • Automation
  • Abandoned Claude projects, cleaned up

    Length: 4 min

    Claude projects nobody has touched in months keep their files and shared context, and nobody decides whether they can go.

    • Claude Enterprise
    • Sprawl & Lifecycle
    • AI Governance
  • Copilot seats back from people who stopped using them

    Length: 4 min

    Copilot licences stay on people who still work here but never open Copilot, and every idle seat is billed again each month.

    • Copilot
    • Microsoft 365
    • Entra ID
    • Licences & Costs
    • AI Governance
    • Policies
    • Automation

Common questions about inventorying AI tools

Where do we start an AI tool inventory?
Start where the signals are complete: the Copilot licences, Copilot Studio agents and SharePoint agents in your Microsoft tenant, and the enterprise applications in Entra ID. Then add the AI services you license directly, with their member lists. Surveys help fill gaps, but they should not be the foundation, because people forget what they set up a year ago.
What should each inventory entry record?
At minimum: the tool or agent, its accountable owner, who uses it, which data it can reach or was grounded on, what it can do, its risk rating and the date it was last reviewed. For agents add the environment, the knowledge sources and whether it requires sign-in. Those fields are what risk classification and EU AI Act evidence later draw on.
Can Microsoft's admin centers produce this inventory?
Each Microsoft admin center lists its own part: Copilot licences in the Microsoft 365 admin center, Copilot Studio agents in the Power Platform admin center, enterprise applications in Entra ID. Bringing them together, adding AI services outside Microsoft, and attaching owners and reviews to every entry is the work an inventory does on top of them.
How does Rencore build an AI tool inventory?
Rencore Governance inventories Microsoft 365 Copilot licences and usage, Copilot Studio agents and SharePoint agents, and the enterprise applications and permission grants in Entra ID, each with its owner. Claude Enterprise (preview) adds users, projects, Claude Code sessions and token spend, joined to Entra ID from metadata only, including members who are not in your Entra ID. ChatGPT Enterprise is in preview. Other AI platforms are on the roadmap.

Last updated 8 October 2026

See the AI estate in your tenant

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